Web-Based Calling

Web-based calling allows you to make and receive calls directly from the CRM using a browser-based softphone. Calls are connected within the web interface instead of your mobile device.

What Is Required to Enable Web-Based Calling?

To enable web-based calling, ensure the following:

• Google Chrome browser is installed
  
• Smartflow Softphone Chrome extension is available
  
• A 13-digit extension number, username, and password are provided by the telephony provider
  

To Install the Smartflow Softphone Chrome Extension, Follow These Steps:

1. Open a new tab in the Chrome browser.
   
2. Search for Smartflow Softphone Chrome Web Store.
   
3. Open the Smartflow Softphone page from the Chrome Web Store.
   
4. Click Add to Chrome.
   
5. In the confirmation pop-up, click Add Extension.
   

Once installed, a confirmation message will indicate that the Smartflow Softphone extension has been added to Chrome.

‍

‍

To Configure the Softphone Extension in Your CRM Profile, Follow These Steps:

1. Log in to the CRM.
   
2. Click the Welcome option in the top right corner.
   
3. Select Profile.
   
4. In the Profile window, navigate to the Personal Info section.
   
5. Enter the 13-digit extension number provided with the Smartflow software.
   
6. Scroll down and click Save.
   

The extension number will now be saved to your profile.

To Log In to the Smartflow Softphone Extension, Follow These Steps:

1. Click the Extensions icon in the top right corner of the Chrome browser.
   
2. Select Smartflow Softphone from the list.
   
3. In the login window, enter the Login ID and Password provided by the telephony provider.
   
4. Click Login.
   

Once logged in, the extension will be connected to the web-based calling system.

To Make an Outbound Call Using Web-Based Calling, Follow These Steps:

1. Open the CRM.
   
2. Navigate to Call Logs.
   
3. Click the Call option.
   
4. Enter the lead or customer phone number.
   
5. Click Call.
   

The call will be connected directly through the web interface instead of your mobile phone.

What Happens When a Lead or Customer Calls Back?

When a lead or customer calls back:

• The incoming call is connected directly within the web-based softphone
  
• The call does not route to your mobile device
  

Where Are Web-Based Calls Handled?

All outbound and inbound calls are handled within the browser-based softphone window, allowing you to communicate with leads without using your mobile phone.